Now that the Supreme Court has cleared the way for the Affordable Care Act to go into effect, it is time for Americans to consider how the new health care laws will affect them. Beyond the potential changes to the affordability and availability of health insurance, there are ways that the Affordable Care Act might affect your estate plan. The Act creates a new investment income surtax that goes into effect on January 1, 2013. The tax applies not only to individuals, but also to Trusts and … [Read more...] about Health Care and Your Estate Plan

New IRS regulations make leaving money to charity in a Will or Trust a little bit more complicated. The Will or Trust now needs to detail the source of the money that is to be used for charitable purposes. To qualify as non-taxable, that income source must have an independent economic effect, which basically means that the contribution cannot merely be to avoid paying income tax on the money. The reason for the new rule is because of Charitable Lead Trusts. These are instruments that people … [Read more...] about New IRS Regulations on Charitable Bequests

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